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Personal Financial Statement SBA413

OMB APPROVAL NO. 3245-0188 EXPIRATION DATE: 3/31/2008 Personal Financial Statement SMALL BUSINESS ADMINISTRATION As of , Complete this form for: (1) each proprietor, or (2) each limited partner who owns 20% or more interest and each general partner, or (3) each stockholder owning 20% or more of voting stock, or (4) any person or entity providing a guaranty on the loan. Name Business Phone Residence Address Residence Phone City, State, & Zip Code Business Name of Applicant ASSETS (Omit Cents) LIABILITIES (Omit Cents) Cash on hand & in $ _____ Savings $ _____ IRA or Other Retirement Account ..$ _____ Accounts & Notes $ _____ Life Insurance-Cash Surrender Value Only.

(Rev.8/06) Instructions to Assist in Completing the Personal Financial Statement (SBA Form 413) for the Connecticut Unified Certification Program

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